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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$9.79M -$3.03M -37,763 -24%
CCG
77
Chatham Capital Group
Georgia
$9.62M +$32.1K +400 +0.3%
MFS
78
MSI Financial Services
Massachusetts
$9.24M -$110K -1,374 -1%
BIT
79
BlackRock Institutional Trust
California
$9.13M -$2.62M -32,674 -22%
ECAM
80
East Coast Asset Management
Massachusetts
$8.33M -$1.14M -14,279 -12%
B
81
Baird
Wisconsin
$7.99M +$34.4K +429 +0.4%
M&T Bank
82
M&T Bank
New York
$7.97M +$980K +12,222 +14%
NIA
83
Northstar Investment Advisors
Colorado
$7.95M +$587K +7,321 +8%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$7.68M
RH
85
Rayner & Haynor
California
$7.61M -$625K -7,800 -8%
PI
86
Placemark Investments
Illinois
$7.44M +$1.51M +18,832 +25%
SWM
87
SVA Wealth Management
Wisconsin
$7.43M +$341K +4,253 +5%
PA
88
Pinnacle Associates
New York
$6.94M +$50.5K +630 +0.7%
VKH
89
Virtu KCG Holdings
New York
$6.65M +$1M +12,485 +18%
HighTower Advisors
90
HighTower Advisors
Illinois
$6.3M -$455K -5,680 -7%
WCM
91
Weatherstone Capital Management
Colorado
$6.25M -$3.97M -49,473 -39%
ICOA
92
Investment Centers of America
North Dakota
$6.18M +$6.16M +76,839 New
CS
93
Credit Suisse
Switzerland
$5.91M -$2.59M -32,307 -30%
AIG
94
American International Group
New York
$5.67M +$2.51M +31,266 +79%
PFM
95
Phillips Financial Management
Indiana
$5.56M -$650K -8,107 -10%
UCFA
96
United Capital Financial Advisors
Texas
$5.08M +$782K +9,753 +18%
CFA
97
CT Financial Advisors
Pennsylvania
$5.06M +$5.04M +62,895 New
TFA
98
Transamerica Financial Advisors
Florida
$5.03M -$841K -10,483 -14%
PNC
99
Park National Corp
Ohio
$4.88M -$303K -3,775 -6%
QCMC
100
Quantum Capital Management (California)
California
$4.88M -$84.5K -1,054 -2%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.